Always cool getting to chat with Kathleen Kelley a/k/a the OPEC Whisperer.  She’s doing some really cool charity stuff, volunteer led disaster relief with All Hands and Hearts.  She also level sets us on oil prices - demand, supply, China, Middle East unrest.

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00:00 - All Hands and Hearts
01:25 - Petra Nemcova Happy Hearts Fund
05:22 - Long-term Impact of Natural Disasters
07:21 - Kathleen and Jess All Hands Involvement
13:06 - How to Help Natural Disaster Relief
16:54 - Oil Prices Analysis
23:56 - Geopolitical Premium Explained
25:24 - US Oil Production Adjustment Factors
29:08 - Post-COVID Economic Normalcy
31:50 - Permian Basin Productivity Gains
32:07 - Oil Market Overview
35:50 - Election Impact on Oil Prices

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